Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,279,987
+$83,220 QoQ
Shares Held
5,913
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,052
of 2,613 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Novak & Powell Financial Services, Inc. holds $2,245,777 across 4 Aerospace & Defense names. BA ranks #1 (57.0% of the industry book) .
All Filings in BA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,987 | 5,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,196,767 | 6,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,327,254 | 6,113 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,320,016 | 6,116 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,280,856 | 6,113 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,076,682 | 6,313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,197,051 | 6,763 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,028,246 | 6,763 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,230,933 | 6,763 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,337,613 | 6,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,856,681 | 7,123 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||